After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cn00:13 ET

[Brokerage Focus] CITIC SEC: The Military Industry AI is expected to welcome a structural reversal.

Jinwu Financial News | CITIC SEC research indicates that physical AI can understand physical rules and generate massive training sets, making it the next generation of AI after generative AI and AI agents. It is expected to be applied in serious scenarios such as intelligent driving, Siasun Robot&Automation, and the Military Industry. NVIDIA builds virtual environments through Omniverse + Cosmos to synthesize training data, establishing an end-to-end practice of physical AI. The institution states that from the perspective of China's Military Industry, as we conclude the 14th Five-Year Plan, there is a recovery in prosperity, and Military Industry AI is expected to welcome a structural reversal. Physical AI accelerates the smartization of military simulation, with Suochen leading the new model of domestic physical AI.

Jinwu Financial NewsMar 23 21:20 ET

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

Returns On Capital Signal Tricky Times Ahead For Chinasoft International (HKG:354)

Simply Wall StMar 15 20:11 ET

Hong Kong stock Concept tracking | The official version of the native HarmonyOS will be launched next week, bringing new development opportunities to the HarmonyOS ecosystem (with related concept stocks included).

On March 12, Yu Chengdong, the Chairman of Huawei Terminal BG, announced that the "first native HarmonyOS official version smartphone" will be launched next week.

Zhitong FinanceMar 12 01:24 ET